Independent Solutions Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Independent Solutions Wealth Management’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.29M	Buy	156,463 +5,703	+4%	+$155K	0.56%	52
2026 Q1	$4.09M	Sell	150,760 -1,215	-0.8%	-$32.3K	0.6%	42
2025 Q4	$3.7M	Sell	151,975 -1,350	-0.9%	-$32.8K	0.68%	44
2025 Q3	$3.75M	Buy	153,325 +4,350	+3%	+$105K	0.67%	45
2025 Q2	$3.49M	Buy	148,975 +5,020	+3%	+$116K	0.68%	48
2025 Q1	$3.49M	Sell	143,955 -4,025	-3%	-$94.1K	0.78%	39
2024 Q4	$3.32M	Sell	147,980 -21,220	-13%	-$499K	0.73%	41
2024 Q3	$3.98M	Sell	169,200 -4,505	-3%	-$103K	0.9%	31
2024 Q2	$3.78M	Buy	173,705 +2,010	+1%	+$43.8K	0.87%	32
2024 Q1	$3.78M	Buy	171,695 +8,320	+5%	+$175K	0.9%	32
2023 Q4	$3.33M	Buy	163,375 +16,480	+11%	+$325K	0.85%	33
2023 Q3	$2.91M	Buy	146,895 +10,370	+8%	+$212K	0.75%	35
2023 Q2	$2.75M	Sell	136,525 -1,700	-1%	-$34.2K	0.69%	37
2023 Q1	$2.81M	Sell	138,225 -2,450	-2%	-$50.3K	0.83%	28
2022 Q4	$2.93M	Sell	140,675 -14,155	-9%	-$290K	0.89%	27
2022 Q3	$2.83M	Buy	154,830 +4,645	+3%	+$93.9K	0.93%	24
2022 Q2	$3.02M	Buy	150,185 +14,360	+11%	+$303K	0.94%	23
2022 Q1	$2.9M	Buy	135,825 +6,680	+5%	+$139K	0.68%	32
2021 Q4	$2.61M	Buy	129,145 +6,150	+5%	+$121K	0.62%	40
2021 Q3	$2.32M	Sell	122,995 -11,315	-8%	-$219K	0.57%	45
2021 Q2	$2.59M	Buy	134,310 +3,625	+3%	+$70.4K	0.63%	41
2021 Q1	$2.48M	Buy	130,685 +19,085	+17%	+$348K	0.68%	36
2020 Q4	$1.96M	Buy	111,600 +2,380	+2%	+$40.3K	0.61%	42
2020 Q3	$1.76M	Sell	109,220 -1,245	-1%	-$20.7K	0.67%	40
2020 Q2	$1.79M	Buy	110,465 +6,205	+6%	+$100K	0.77%	33
2020 Q1	$1.49M	Buy	104,260 +5,845	+6%	+$103K	0.82%	30
2019 Q4	$1.93M	Buy	+98,415	New	+$1.88M	0.85%	28

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Solutions Wealth Management's HDV Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 3.8% in Q2 2026, buying an estimated $155K and bringing the position to 156,463 shares worth $4.29M. The position accounts for 0.56% of the portfolio, ranked #52.

Independent Solutions Wealth Management first reported a position in HDV in Q4 2019 and has held it in 27 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Independent Solutions Wealth Management held 156,463 shares of iShares Core High Dividend ETF worth $4.29M as of Q2 2026.
Independent Solutions Wealth Management bought 5,703 iShares Core High Dividend ETF shares in Q2 2026, an estimated $155K.
iShares Core High Dividend ETF made up 0.56% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #52 holding.
Independent Solutions Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.